TrademarkDir
PORTFOLIOCENTER
LIVE

Serial Number

76386662

Owner

PERFORMANCE TECHNOLOGIES, INC.

Attorney

Melissa S. Dillenbeck

First Use Date

Feb 20, 2004

Filing Date

Mar 22, 2002

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PORTFOLIOCENTER Trademark

Serial Number: 76386662 • Registration: 2952283

PORTFOLIOCENTER is a trademark filed by PERFORMANCE TECHNOLOGIES, INC. on March 22, 2002. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

PERFORMANCE TECHNOLOGIES, INC. (28 trademarks)

SUITE 202
RALEIGH, NC 27609

Entity Type: 03

Tamarac, Inc. (18 trademarks)

811 First Ave., Suite 340
Seattle, WA 98104

Entity Type: 03

Trademark Details

Filing Date

March 22, 2002

Registration Date

May 17, 2005

First Use Anywhere

February 20, 2004

First Use in Commerce

February 20, 2004

Published for Opposition

February 17, 2004

Goods & Services

Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management

Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments

Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks

Data processing services for others

Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 28, 2025 NA89
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Aug 28, 2025 RNL2
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 28, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 28, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Apr 22, 2025 E89R
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 4, 2024 ASCK
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 17, 2024 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 29, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 29, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 29, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 29, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 29, 2021 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 11, 2019 ASGN
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 24, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 24, 2019 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 9, 2014 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 9, 2014 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 9, 2014 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 9, 2014 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 30, 2014 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 30, 2014 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 25, 2012 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 25, 2012 REAP
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 17, 2011 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 16, 2011 APRE
TEAS SECTION 8 & 15 RECEIVED
Apr 25, 2011 E815
REGISTERED-PRINCIPAL REGISTER
May 17, 2005 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Mar 25, 2005 REGV
ASSIGNED TO LIE
Mar 18, 2005 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 15, 2005 CNPR
AMENDMENT FROM APPLICANT ENTERED
Mar 15, 2005 ACEC
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 1, 2005 CRFA
PAPER RECEIVED
Mar 1, 2005 MAIL
NON-FINAL ACTION MAILED
Dec 1, 2004 CNRT
SU - NON-FINAL ACTION - WRITTEN
Nov 30, 2004 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Aug 10, 2004 SUPC
USE AMENDMENT FILED
Jul 26, 2004 IUAF
PAPER RECEIVED
Jul 26, 2004 MAIL
NOA MAILED - SOU REQUIRED FROM APPLICANT
May 11, 2004 NOAM
PUBLISHED FOR OPPOSITION
Feb 17, 2004 PUBO
NOTICE OF PUBLICATION
Jan 28, 2004 NPUB
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 11, 2003 CNSA
ASSIGNED TO EXAMINER
Dec 11, 2003 DOCK
ASSIGNED TO EXAMINER
Dec 9, 2003 DOCK
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 23, 2003 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 23, 2003 TROA
FINAL REFUSAL MAILED
Oct 29, 2003 CNFR
CASE FILE IN TICRS
Oct 16, 2003 CFIT
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 15, 2003 CRFA
PAPER RECEIVED
Sep 15, 2003 MAIL
NON-FINAL ACTION MAILED
Mar 12, 2003 CNRT
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 30, 2003 CRFA
PAPER RECEIVED
Jan 30, 2003 MAIL
ASSIGNED TO EXAMINER
Jan 8, 2003 DOCK
NON-FINAL ACTION MAILED
Aug 7, 2002 CNRT
ASSIGNED TO EXAMINER
Jul 17, 2002 DOCK

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